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3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jl Sorensen Recreation Center | Herriman | UT | 11/2017 | 01/2018 |
| Downeast | Sandy | UT | 05/2018 | 08/2019 |
| Forever Young Shoes | Sandy | UT | 05/2018 | 08/2019 |
| City Of South Jordan | South Jordan | UT | 08/2019 | 08/2020 |
| North Star Security | Orem | UT | 08/2020 | 01/2022 |
| America First Credit Union | Lehi | UT | 01/2022 | 08/2022 |
| Clark Rasmussen Taylor Accounting | West Jordan | UT | 09/2022 | 01/2023 |
| Capita Financial Network | Sandy | UT | 01/2023 | 05/2025 |
| Journey Retirement Planning And Investment Management, Llc | Ammon | ID | 07/2024 | Present |
| High School Student | South Jordan | UT | 08/2015 | 08/2020 |
2/2025 Independent Licensed insurance Agent; Investment Related; Idaho; Accident & Health, Sickness, Life License # is 21482512
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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